Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,433
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$21M
3
+$16.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15.4M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$14.7M

Top Sells

1
+$38.6M
2
+$23M
3
+$17.9M
4
DD icon
DuPont de Nemours
DD
+$17.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.8M

Sector Composition

1 Technology 6.22%
2 Financials 5.01%
3 Healthcare 3.97%
4 Consumer Discretionary 3.69%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.18M 0.05%
41,944
+9,878
377
$5.13M 0.05%
39,623
-1,981
378
$5.13M 0.05%
187,130
-7,475
379
$5.12M 0.05%
203,721
+68,718
380
$5.12M 0.05%
87,238
-21,946
381
$5.11M 0.05%
28,093
-473
382
$5.1M 0.05%
+351,422
383
$5.09M 0.05%
367,868
+791
384
$5.09M 0.05%
68,502
-16,302
385
$5.09M 0.05%
62,662
+8,354
386
$5.04M 0.05%
232,293
+27,076
387
$5.01M 0.05%
33,242
+1,936
388
$4.94M 0.05%
128,800
-7,280
389
$4.94M 0.05%
56,316
-66
390
$4.93M 0.05%
112,870
-44,298
391
$4.93M 0.05%
94,628
+2,153
392
$4.92M 0.05%
807,019
-250
393
$4.91M 0.05%
96,351
-16,226
394
$4.91M 0.05%
87,907
+7,757
395
$4.91M 0.05%
65,114
+41,114
396
$4.9M 0.05%
155,333
-168,125
397
$4.89M 0.04%
327,181
+17,488
398
$4.87M 0.04%
314,272
+182,407
399
$4.87M 0.04%
72,960
+487
400
$4.86M 0.04%
197,475
+9,945
14 15
16
17 18